All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VGENX real return snapshot: after CPI-U inflation, VGENX returned +22.49% over the past year and +20.58% YTD, with dividends reinvested. Since May 20, 1986, VGENX is up +1,668.13% in real purchasing-power return, or +7.36%/yr, and is currently −6.59% below its real total-return high on Oct. 30, 2026.
Data ending Thu Nov. 5, 2026
| Tue 1986-05-20💬 to Thu 2026-11-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VGENX × |
+1,668.13%
+7.36%/yr |
+6.83%/yr
R2=0.824 |
||||
| Vanguard Energy Fund Investor Shares Mutual Fund | ||||||
| Tue 1986-05-20💬 to Thu 2026-11-05 |
Start
Value |
End
Value |
|---|---|---|
| VGENX × |
$10,000.00
1986-05-20 |
$176,812.94
2026-11-05 |
| YTD | YoY | |
|---|---|---|
| VGENX × | +20.58% | +22.49% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VGENX × |
−6.59%
on 2026-11-05 from 2026-10-30 peak |
−69.52%
on 2020-03-18 from 2008-05-20 peak |
| Period ending Thu 2026-11-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VGENX × | +22.49% |
+37.23% +17.15%/yr |
+54.86% +15.69%/yr |
+85.25% +13.12%/yr |
+52.77% +4.33%/yr |
| Year | VGENX |
|---|---|
| 2026 (YTD) | +20.58% |
| 2025 | +17.53% |
| 2024 | +7.57% |
| 2023 | +5.25% |
| 2022 | +16.08% |
| 2021 | +19.31% |
| 2020 | −31.78% |
| 2019 | +10.70% |
| 2018 | −18.74% |
| 2017 | +1.08% |
| 2016 | +30.36% |
| 2015 | −22.07% |
| 2014 | −14.41% |
| 2013 | +16.36% |
| 2012 | +0.88% |
| 2011 | −4.54% |
| 2010 | +11.78% |
| 2009 | +34.69% |
| 2008 | −42.82% |
| 2007 | +31.52% |
| 2006 | +16.78% |
| 2005 | +39.74% |
| 2004 | +32.34% |
| 2003 | +31.38% |
| 2002 | −3.03% |
| 2001 | −3.93% |
| 2000 | +32.50% |
| 1999 | +17.84% |
| 1998 | −21.68% |
| 1997 | +12.89% |
| 1996 | +29.74% |
| 1995 | +22.52% |
| 1994 | −4.17% |
| 1993 | +24.71% |
| 1992 | +3.35% |
| 1991 | −2.41% |
| 1990 | −7.05% |
| 1989 | +37.60% |
| 1988 | +16.25% |
| 1987 | +0.60% |
| 1986 | +11.18% |
